IVES vs SMMU

Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF).

IVES vs SMMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVES(ETF)	SMMU(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.75%	0.35%
Max Drawdown	22.95%	5.87%
Sharpe Ratio	1.17	-0.92
5Y Beta	1.80	0.00
P/E Ratio	357.08	N/A
Forward P/E	10.84	N/A
5Y Dividends CAGR	N/A	25.78%
Debt to Equity	54.09%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	4.00	N/A

Net Assets

IVES

$1.10B

Winner

SMMU

$1.20B

Expense Ratio

IVES

0.75%

Winner

SMMU

0.35%

Max Drawdown

IVES

22.95%

Winner

SMMU

5.87%

Sharpe Ratio

Winner

IVES

1.17

SMMU

-0.92

5Y Beta

IVES

1.80

Winner

SMMU

0.00

P/E Ratio

IVES

357.08

SMMU

N/A

Forward P/E

IVES

10.84

SMMU

N/A

5Y Dividends CAGR

IVES

N/A

SMMU

25.78%

Debt to Equity

IVES

54.09%

SMMU

N/A

P/S Ratio

IVES

1.56

SMMU

N/A

P/B Ratio

IVES

4.00

SMMU

N/A

IVES vs SMMU - Historical Returns

Returns include dividend reinvestment.

Period	IVES	SMMU
1 month	+3.06%	+0.07%
3 months	+9.50%	+0.51%
6 months	+27.13%	+0.52%
1 year	+39.26%	+2.71%
5 years(CAGR)	N/A	+1.93%
10 years(CAGR)	N/A	+1.81%
Max(CAGR)	+43.75%	+1.52%

Winner

IVES

+3.06%

SMMU

+0.07%

Winner

IVES

+9.50%

SMMU

+0.51%

Winner

IVES

+27.13%

SMMU

+0.52%

Winner

IVES

+39.26%

SMMU

+2.71%

5Y(CAGR)

IVES

N/A

SMMU

+1.93%

10Y(CAGR)

IVES

N/A

SMMU

+1.81%

Max(CAGR)

Winner

IVES

+43.75%

SMMU

+1.52%

IVES vs SMMU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVES	SMMU
2026	+20.97%	+1.25%
2025	+25.06%	+4.06%
2024	N/A	+2.65%
2023	N/A	+4.19%
2022	N/A	-2.49%
2021	N/A	+0.18%
2020	N/A	+2.85%
2019	N/A	+3.34%
2018	N/A	+1.45%
2017	N/A	+1.72%
2016	N/A	-0.96%
2015	N/A	+0.97%
2014	N/A	+0.38%
2013	N/A	+0.15%
2012	N/A	+1.19%
2011	N/A	+1.90%
2010	N/A	+0.74%

IVES vs SMMU Drawdown Comparison

The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.

The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.

The current IVES drawdown is -7.24%. The current SMMU drawdown is -0.04%.

Rank	IVES	SMMU
#1	-22.64% Oct 29, 2025 - May 6, 2026	-5.09% Mar 9, 2020 - Jun 4, 2020
#2	-18.60% Jun 1, 2026 - Jul 29, 2026	-4.76% Aug 3, 2021 - Nov 22, 2023
#3	-4.63% Aug 13, 2025 - Aug 28, 2025	-3.53% Aug 31, 2016 - Apr 21, 2017
#4	-4.26% Jul 28, 2025 - Aug 13, 2025	-1.95% Apr 4, 2025 - Jun 5, 2025
#5	-4.20% Oct 8, 2025 - Oct 24, 2025	-1.87% Apr 19, 2013 - Feb 28, 2014
#6	-3.33% May 14, 2026 - May 21, 2026	-1.43% Sep 29, 2010 - May 16, 2011
#7	-2.61% Jul 3, 2025 - Jul 17, 2025	-1.31% Sep 5, 2017 - Jul 23, 2018
#8	-2.49% Sep 22, 2025 - Oct 1, 2025	-1.04% Oct 2, 2024 - Dec 3, 2024
#9	-1.81% Jun 30, 2025 - Jul 3, 2025	-1.04% Jun 6, 2017 - Aug 21, 2017
#10	-1.64% Jun 12, 2025 - Jun 16, 2025	-0.98% Dec 6, 2024 - Feb 4, 2025
#11	-1.61% May 11, 2026 - May 14, 2026	-0.84% Aug 19, 2019 - Dec 13, 2019
#12	-1.57% Aug 28, 2025 - Sep 5, 2025	-0.78% Sep 10, 2018 - Dec 6, 2018
#13	-1.41% Jun 16, 2025 - Jun 24, 2025	-0.77% Feb 27, 2026 - Jun 11, 2026
#14	-1.32% Oct 6, 2025 - Oct 8, 2025	-0.71% Aug 3, 2011 - Aug 18, 2011
#15	-1.04% Jul 18, 2025 - Jul 23, 2025	-0.68% Mar 13, 2024 - May 15, 2024

Correlation

Correlation between IVES and SMMU is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2010 - 2026)

IVES vs SMMU dividend yield comparison.

Year	IVES	SMMU
2026	0.00%	1.67%
2025	0.41%	2.80%
2024	0.00%	3.03%
2023	0.00%	2.79%
2022	0.00%	1.37%
2021	0.00%	0.60%
2020	0.00%	1.19%
2019	0.00%	1.82%
2018	0.00%	1.57%
2017	0.00%	1.41%
2016	0.00%	1.03%
2015	0.00%	0.89%
2014	0.00%	0.67%
2013	0.00%	0.50%
2012	0.00%	1.05%
2011	0.00%	1.04%
2010	0.00%	1.05%